Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Social Security COLA Forecast Boosts Slightly to 2.7%
The latest adjustment figure prediction comes as regulatory and legislative changes could impact benefits for retirees and seniors
DOL Eliminates Annuity Safe Harbor Final Rule
The Labor Department removed the final rule after organizations called for its elimination, noting that it would deter employers from offering annuities in retirement plans
Advisors Increasingly Support Private Market Funds in 401(k) Plans
Forty-three percent of advisors overall would recommend private market funds in retirement plans, according to Empower
Manulife John Hancock Investments Launches Active ETF
The fund will be managed by veteran portfolio managers David Cohen and Joshua White
SS&C Technologies Launches Wealth Solutions Platform
Firm’s solutions will come together under the SS&C Black Diamond Wealth Solutions brand
MissionSquare Shrinks Fund Costs, Wealth Enhancement Acquisition
The latest news from MissionSquare, Wealth Enhancement, Osaic, Modern Wealth, and more
DOL, Industry Leaders React to Trump’s EO Signing on Private 401(k) Funds
Organizations and firms issued their support for the new executive order expanding access of alternative investments to DC retirement plans
Retirement Expectations and Realities Largely Misaligned Among Participants
Education and proper guidance could help near-retirees better prepare for the financial and emotional hurdles in retirement, MFS research notes
How Advisors Can Help Employers Maximize HSA Strategies
A report from Lively looks at the top action items for employers who want to elevate healthcare education for participants
IRALOGIX Rolls Out Digital Platform to Streamline IRA Administration
The Workplace Retirement Plan Portal focuses on automation for small to midsize employers who offer IRAs